-37.1%
APP vs ZETA
+61.6%
-98.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.5% | +0.3% | +2.8% |
| 7D | +79.2% | +6.2% | +72.9% | +72.8% |
| 30D | +48.0% | -2.0% | +50.0% | +48.8% |
| 3M | +18.2% | +21.7% | -3.5% | +4.6% |
| 6M | -12.5% | +89.1% | -101.6% | -40.6% |
| YTD | -39.2% | +59.3% | -98.5% | -57.0% |
| All | -37.1% | +61.6% | -98.7% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZETA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling